Evergreen Wealth Partners LLC 13F 持仓 · 2026年Q2
Evergreen Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 1.67 亿美元。前几大持仓：VONG（13.47%）、SPIB（11.23%）、CGDV（8.57%）。本季前 25 大持仓中：新建仓 2 只、增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $22.5M | 13.47% | 175,655 | 增持 |
| 2 | SPIB | SPDR SERIES TRUST | $18.7M | 11.23% | 559,513 | 增持 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $14.3M | 8.57% | 289,750 | 增持 |
| 4 | SPTI | SPDR SERIES TRUST | $11.4M | 6.84% | 401,307 | 增持 |
| 5 | JPEF | J P MORGAN EXCHANGE TRADED F | $6.5M | 3.93% | 81,434 | 新建仓 |
| 6 | IVV | ISHARES TR | $5.3M | 3.15% | 7,019 | 增持 |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | $5.2M | 3.13% | 97,378 | 新建仓 |
| 8 | IWF | ISHARES TR | $4.4M | 2.65% | 35,566 | 增持 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $4.0M | 2.39% | 73,647 | 增持 |
| 10 | SHYM | BLACKROCK ETF TRUST II | $3.7M | 2.19% | 162,722 | 增持 |
| 11 | MINO | PIMCO ETF TR | $3.5M | 2.13% | 77,407 | 增持 |
| 12 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $3.3M | 1.97% | 87,573 | 增持 |
| 13 | DYNF | BLACKROCK ETF TRUST | $3.3M | 1.97% | 48,163 | 增持 |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $3.1M | 1.87% | 3,327 | 增持 |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | $3.1M | 1.87% | 52,701 | 减持 |
| 16 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.7M | 1.63% | 63,976 | 减持 |
| 17 | IDMO | INVESCO EXCH TRADED FD TR II | $2.4M | 1.45% | 40,176 | 增持 |
| 18 | V | VISA INC | $2.3M | 1.39% | 6,750 | 减持 |
| 19 | EVTR | MORGAN STANLEY ETF TRUST | $2.3M | 1.36% | 44,733 | 增持 |
| 20 | PAAA | PGIM ETF TR | $2.1M | 1.26% | 41,014 | 减持 |
| 21 | PULS | PGIM ETF TR | $2.1M | 1.26% | 42,363 | 减持 |
| 22 | AAPL | APPLE INC | $2.1M | 1.23% | 7,093 | 增持 |
| 23 | MUSA | MURPHY USA INC | $1.8M | 1.07% | 3,303 | 持平 |
| 24 | MSFT | MICROSOFT CORP | $1.7M | 1.01% | 4,535 | 增持 |
| 25 | FLMI | FRANKLIN TEMPLETON ETF TR | $1.5M | 0.91% | 60,396 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR